Tesla robotaxi paid miles nearly doubled from December to March

Tesla’s robotaxi network is expanding into Dallas and Houston on top of Austin and the Bay Area, and bullish posts are pointing to paid robotaxi miles nearly doubling from December to March as the signal that usage is actually ramping. The pitch is that FSD is moving beyond early adopters, with heavy AI and factory capex framed as building an autonomy business rather than near-term earnings.

Early Dallas rides are already showing friction. One rider said the trip needed Rider Support and had weak connectivity, calling it “not perfect,” while rollout pace is tied to unresolved edge cases and the fact that roughly 3.5 million Hardware 3 cars aren’t eligible for the fleet without a Hardware 4 conversion. Tesla’s expansion is running into real-world reliability constraints.